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Mar 16 2020 / MDRT Podcast

LISTEN 00:03:32

Ways that I show gratitude to clients

Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:26 – What gifts are offered for new clients
1:04 – Creating your own wine and labeling it with your practice
1:48 – A mix special events and corresponding gifts
2:16 – Documenting client interests and providing gifts accordingly


Topics Covered